Waldron Private Wealth LLC Incresed Positions in Q3 2025

Waldron Private Wealth LLC

  • $2.46 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
11.7K
+ 2.1%
$433.97 - $484.08 $5.08M - $5.67M
570K $274M
VTV
Vanguard Value ETF

ETFs
65K
+ 4.49%
$175.51 - $186.57 $11.4M - $12.1M
1.51M $282M
IXUS
Ishares Tr

ETFs
60.8K
+ 2.33%
$76.35 - $82.58 $4.64M - $5.02M
2.67M $220M
AAPL
Apple Inc.

Technology
3.1K
+ 2.75%
$202.38 - $256.87 $627K - $796K
116K $29.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.45K
+ 11.93%
$567.77 - $614.76 $2.53M - $2.74M
41.8K $25.6M
GOOG
Alphabet Inc.

Communication Services
235
+ 0.38%
$175.16 - $255.24 $41.2K - $60K
62K $15.1M
IVV
Ishares Core S&P 500 ETF

ETFs
2.86K
+ 8.39%
$620.67 - $670.08 $1.77M - $1.91M
36.9K $24.7M
GOOGL
Alphabet Inc.

Communication Services
1.16K
+ 3.38%
$174.36 - $254.72 $202K - $295K
35.4K $8.61M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
2.72K
+ 8.8%
$567.09 - $607.37 $1.54M - $1.65M
33.6K $20M
MSFT
Microsoft Corp

Technology
2.02K
+ 3.97%
$491.09 - $535.64 $992K - $1.08M
52.9K $27.4M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
10K
+ 29.15%
$108.46 - $120.63 $1.09M - $1.21M
44.4K $5.28M
ABBV
Abb Vie Inc.

Healthcare
632
+ 2.26%
$184.85 - $231.54 $117K - $146K
28.6K $6.62M
VT
Vanguard Total World Stk Index

ETFs
5.82K
+ 12.38%
$128.41 - $138.03 $747K - $803K
52.8K $7.28M
VTI
Vanguard Total Stock Market Et

ETFs
811
+ 2.13%
$303.93 - $329.86 $246K - $268K
38.8K $12.7M
BX
Blackstone Inc.

Financial Services
104
+ 0.19%
$152.77 - $188.68 $15.9K - $19.6K
54.1K $9.24M
AVGO
Broadcom Inc.

Technology
2.21K
+ 27.73%
$264.74 - $369.57 $585K - $816K
10.2K $3.36M
EFA
Ishares Tr Msci Eafe ETF

ETFs
10.3K
+ 76.92%
$87.29 - $93.61 $895K - $960K
23.6K $2.2M
FCF
First Commonwealth Financial Corp

Financial Services
90
+ 0.01%
$16.07 - $18.02 $1.45K - $1.62K
1.2M $20.5M
VB
Vanguard Small Cap ETF

ETFs
2.2K
+ 12.24%
$237.58 - $259.17 $523K - $570K
20.2K $5.13M
JPM
Jpmorgan Chase & CO

Financial Services
333
+ 1.46%
$282.78 - $316.06 $94.2K - $105K
23.1K $7.3M
VGT
Vanguard Information Technolog

ETFs
204
+ 3.61%
$656.44 - $753.15 $134K - $154K
5.85K $4.37M
VEA
Vanguard Ftse Developed Market

ETFs
3.51K
+ 2.53%
$56.02 - $60.3 $196K - $211K
142K $8.51M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.1K
+ 3.37%
$49.43 - $54.52 $153K - $169K
95.2K $5.16M
MUB
Ishares National Muni Bond ETF

ETFs
1.09K
+ 0.49%
$103.24 - $106.68 $112K - $116K
225K $23.9M
GLD
Spdr Gold Trust

ETFs
900
+ 28.58%
$300.96 - $355.47 $271K - $320K
4.05K $1.44M
IEFA
Ishares Tr

ETFs
687
+ 0.67%
$81.7 - $87.53 $56.1K - $60.1K
103K $8.99M
VO
Vanguard Mid Cap ETF

ETFs
1.42K
+ 67.2%
$279.83 - $293.74 $397K - $417K
3.53K $1.04M
WMT
Walmart Inc.

Consumer Defensive
1.45K
+ 2.83%
$94.4 - $104.27 $137K - $151K
52.6K $5.42M
META
Meta Platforms, Inc.

Communication Services
616
+ 3.87%
$695.21 - $791.73 $428K - $488K
16.5K $12.1M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
710
+ 19.64%
$224.68 - $282.71 $160K - $201K
4.33K $1.21M
IWM
Ishares Russell 2000 ETF

ETFs
786
+ 12.7%
$214.92 - $244.84 $169K - $192K
6.98K $1.69M
QQQ
Invesco Qqq Trust, Series 1

ETFs
163
+ 4.15%
$546.99 - $602.2 $89.2K - $98.2K
4.09K $2.46M
AMZN
Amazon Com Inc

Consumer Cyclical
1.21K
+ 2.88%
$211.65 - $238.24 $257K - $289K
43.4K $9.53M
ASML
Asml Holding Nv

Technology
40
+ 3.09%
$689.63 - $968.09 $27.6K - $38.7K
1.34K $1.29M
APH
Amphenol Corp

Technology
1.13K
+ 25.03%
$97.39 - $125.4 $110K - $141K
5.62K $695K
NOC
Northrop Grumman Corp

Industrials
111
+ 6.62%
$498.9 - $609.32 $55.4K - $67.6K
1.79K $1.09M
MCD
Mcdonalds Corp

Consumer Cyclical
540
+ 7.65%
$291.67 - $316.99 $158K - $171K
7.6K $2.31M
XOM
Exxon Mobil Corp

Energy
870
+ 2.98%
$105.83 - $117.22 $92.1K - $102K
30.1K $3.39M
TJX
Tjx Companies Inc

Consumer Cyclical
653
+ 9.67%
$121.35 - $144.54 $79.2K - $94.4K
7.4K $1.07M
LOW
Lowes Companies Inc

Consumer Cyclical
268
+ 5.16%
$215.01 - $273.02 $57.6K - $73.2K
5.47K $1.37M
QCOM
Qualcomm Inc

Technology
135
+ 0.53%
$145.84 - $173.55 $19.7K - $23.4K
25.7K $4.28M
NEE
Nextera Energy Inc

Utilities
1.54K
+ 11.04%
$69.77 - $77.54 $107K - $119K
15.5K $1.17M
CVX
Chevron Corp

Energy
18
+ 0.11%
$145.57 - $161.83 $2.62K - $2.91K
15.9K $2.47M
MA
Mastercard Inc

Financial Services
299
+ 9.55%
$550.18 - $598.96 $165K - $179K
3.43K $1.95M
SUB
Ishares Short Term National Mu

ETFs
1.6K
+ 23.96%
$106.17 - $107.3 $170K - $172K
8.28K $884K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
655
+ 2.44%
$68.24 - $73.73 $44.7K - $48.3K
27.5K $2.02M
VIS
Vanguard Industrial ETF

ETFs
302
+ 7.18%
$281.0 - $296.29 $84.9K - $89.5K
4.51K $1.34M
HD
Home Depot, Inc.

Consumer Cyclical
133
+ 5.09%
$357.4 - $423.42 $47.5K - $56.3K
2.75K $1.11M
PEP
Pepsico Inc

Consumer Defensive
437
+ 4.17%
$133.81 - $152.16 $58.5K - $66.5K
10.9K $1.53M
Activity Summary
Buys All Purchases 121 New Holdings 25 Increased Positions 96 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
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